Microsoft Corp
MSFT- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0000789019
In the last 90 days, Microsoft Corp insiders filed 0 open-market purchases and 4 sales; 6,249 institutions reported holding it in 13F filings for Q2 2026, worth $2.05T in total; 16 superinvestors hold it, including Pershing Square and Coatue Management.
13F holders, Q2 2025
Institutional positions in Microsoft Corp as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 5,829
- +133 vs. Q1 2025
- Shares held
- 5.38B
- +28.7M (+0.5%) vs. Q1 2025
- Total value
- $2.67T
- +$663.3B (+33.0%) vs. Q1 2025
- New holders
- 240
- 2,579 more added
- Sold out
- 107
- 2,618 more reduced
81 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MSFT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $1.77T |
| Q3 2021 | 4,035 | $1.49T |
| Q2 2021 | 3,989 | $1.43T |
| Q1 2021 | 4,005 | $1.26T |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| City Holding Co | 52,872 | $26.3M | 3.44% | −431−0.8% | Reduced |
| Occidental Asset Management, LLC | 52,825 | $26.3M | 3.63% | +2,372+4.7% | Added |
| Villere St Denis J & Co LLC | 52,787 | $26.3M | 2.52% | −1,216−2.3% | Reduced |
| Canal Capital Management, LLC | 52,696 | $26.2M | 4.13% | +1,567+3.1% | Added |
| Financial Advocates Investment Management | 52,668 | $26.2M | 2.14% | +23,990+83.7% | Added |
| NTV Asset Management LLC | 52,614 | $26.2M | 3.13% | +64+0.1% | Added |
| Lynwood Price Capital Management LP | 52,500 | $26.1M | 12.98% | 00.0% | Unchanged |
| PDS Planning, Inc | 52,480 | $26.1M | 1.95% | +6,850+15.0% | Added |
| Diversify Wealth Management, LLC | 49,308 | $26.1M | 1.61% | +1,736+3.6% | Added |
| Central Pacific Bank - Trust Division | 52,353 | $26.0M | 3.32% | +2,032+4.0% | Added |
| Claar Advisors LLC | 52,345 | $26.0M | 7.98% | −3,578−6.4% | Reduced |
| Hodges Capital Management Inc. | 52,248 | $26.0M | 2.49% | −597−1.1% | Reduced |
| Stockman Wealth Management, Inc. | 52,199 | $26.0M | 3.53% | −531−1.0% | Reduced |
| Wayfinding Financial, LLC | 48,462 | $26.0M | 11.61% | −1,079−2.2% | Reduced |
| Elk River Wealth Management, LLC | 52,153 | $25.9M | 4.46% | −447−0.8% | Reduced |
| Sepio Capital, LP | 52,129 | $25.9M | 1.85% | −1,320−2.5% | Reduced |
| Fragasso Group Inc. | 52,102 | $25.9M | 1.75% | −4,804−8.4% | Reduced |
| Campbell Capital Management Inc | 52,034 | $25.9M | 10.09% | −856−1.6% | Reduced |
| Strategy Asset Managers LLC | 52,029 | $25.9M | 4.83% | +867+1.7% | Added |
| Princeton Capital Management LLC | 51,955 | $25.8M | 7.67% | −3,637−6.5% | Reduced |
| Legacy Wealth Management, LLC | 51,929 | $25.8M | 7.85% | −946−1.8% | Reduced |
| Decatur Capital Management, Inc. | 51,812 | $25.8M | 11.28% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 51,698 | $25.7M | 5.63% | −274−0.5% | Reduced |
| Nicollet Investment Management, Inc. | 51,672 | $25.7M | 8.61% | −2,618−4.8% | Reduced |
| Penserra Capital Management LLC | 51,625 | $25.7M | 0.36% | +3,495+7.3% | Added |
| Regal Investment Advisors LLC | 51,573 | $25.7M | 1.92% | +4,383+9.3% | Added |
| Boyd Watterson Asset Management LLC | 51,488 | $25.6M | 8.06% | −390−0.8% | Reduced |
| Farley Capital L.P. | 51,382 | $25.6M | 20.05% | +70+0.1% | Added |
| Harvey Capital Management Inc | 51,869 | $25.5M | 5.98% | −490−0.9% | Reduced |
| Capital Investment Counsel, Inc | 51,306 | $25.5M | 3.39% | +238+0.5% | Added |
| Analyst IMS Investment Management Services Ltd. | 51,274 | $25.5M | 0.87% | −1,016−1.9% | Reduced |
| Harbour Trust & Investment Management Co | 51,255 | $25.5M | 2.82% | +1,107+2.2% | Added |
| Mystic Asset Management, Inc. | 51,249 | $25.5M | 6.16% | −100−0.2% | Reduced |
| Moloney Securities Asset Management, LLC | 51,117 | $25.4M | 3.14% | +5,584+12.3% | Added |
| Cardinal Capital Management | 51,044 | $25.4M | 3.73% | +67+0.1% | Added |
| Rowland & Co Investment Counsel | 50,955 | $25.3M | 5.23% | +84+0.2% | Added |
| Northern Oak Wealth Management Inc | 50,931 | $25.3M | 3.21% | −4,255−7.7% | Reduced |
| Waldron Private Wealth LLC | 50,866 | $25.3M | 1.10% | −261−0.5% | Reduced |
| RMR Wealth Builders | 50,830 | $25.3M | 2.30% | +1,977+4.0% | Added |
| Sigma Investment Counselors Inc | 50,484 | $25.1M | 1.38% | +1,112+2.3% | Added |
| Camden National Bank | 50,459 | $25.1M | 3.62% | −863−1.7% | Reduced |
| CFM Wealth Partners LLC | 50,442 | $25.1M | 3.99% | +242+0.5% | Added |
| Apexium Financial, LP | 50,436 | $25.1M | 1.33% | −170−0.3% | Reduced |
| Payden & Rygel | 50,430 | $25.1M | 2.08% | 00.0% | Unchanged |
| Natural Investments, LLC | 50,369 | $25.1M | 6.48% | −1,179−2.3% | Reduced |
| Rehmann Capital Advisory Group | 50,351 | $25.0M | 1.52% | +3,266+6.9% | Added |
| Stansberry Asset Management, LLC | 50,301 | $25.0M | 2.73% | +464+0.9% | Added |
| Y.D. More Investments Ltd | 50,319 | $25.0M | 1.72% | +1,347+2.8% | Added |
| Koshinski Asset Management, Inc. | 50,270 | $25.0M | 1.89% | +933+1.9% | Added |
| Leuthold Group, LLC | 50,269 | $25.0M | 2.99% | −784−1.5% | Reduced |
| BWCP, LP | 50,247 | $25.0M | 4.08% | +50,247 | New |
| Stonebridge Capital Management Inc | 50,089 | $24.9M | 9.74% | −50−0.1% | Reduced |
| Itau Unibanco Holding S.A. | 50,073 | $24.9M | 0.95% | −20,876−29.4% | Reduced |
| Arete Wealth Advisors, LLC | 50,078 | $24.9M | 1.77% | −699−1.4% | Reduced |
| First Western Trust Bank | 50,014 | $24.9M | 1.12% | −1,825−3.5% | Reduced |
| RBF Capital, LLC | 50,000 | $24.9M | 1.23% | 00.0% | Unchanged |
| Miura Global Management, LLC | 50,000 | $24.9M | 26.72% | +40,000+400.0% | Added |
| Trivest Advisors Ltd | 50,000 | $24.9M | 0.97% | +50,000 | New |
| Ardmore Road Asset Management LP | 50,000 | $24.9M | 2.06% | +50,000 | New |
| Headwater Capital Co Ltd | 50,000 | $24.9M | 8.71% | +50,000 | New |
| R.H. Dinel Investment Counsel, Inc. | 49,900 | $24.8M | 16.54% | −1,325−2.6% | Reduced |
| Symphony Financial, Ltd. Co. | 55,541 | $24.8M | 3.25% | +44,946+424.2% | Added |
| Grafton Street Partners Fund, LP | 49,872 | $24.8M | 15.66% | +4,036+8.8% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 49,849 | $24.8M | 1.34% | +876+1.8% | Added |
| D L Carlson Investment Group Inc | 49,782 | $24.8M | 4.51% | −2,640−5.0% | Reduced |
| Condor Capital Management | 49,770 | $24.8M | 2.15% | −566−1.1% | Reduced |
| Sycale Advisors (NY) LLC | 49,725 | $24.7M | 7.63% | −7,050−12.4% | Reduced |
| Keystone Financial Group | 49,459 | $24.7M | 2.23% | +95+0.2% | Added |
| Chemung Canal Trust Co | 49,534 | $24.6M | 5.17% | −2,302−4.4% | Reduced |
| Lincoln Capital Corp | 49,335 | $24.5M | 9.42% | −187−0.4% | Reduced |
| Strategic Planning Group, LLC | 49,323 | $24.5M | 3.98% | +3,779+8.3% | Added |
| Arjuna Capital | 49,183 | $24.5M | 6.45% | −2,405−4.7% | Reduced |
| Monarch Capital Management Inc | 49,183 | $24.5M | 6.57% | −981−2.0% | Reduced |
| Eagle Rock Investment Company, LLC | 49,076 | $24.4M | 3.86% | +2,314+4.9% | Added |
| LTS One Management LP | 49,000 | $24.4M | 5.89% | −11,000−18.3% | Reduced |
| Gryphon Financial Partners LLC | 48,958 | $24.4M | 3.18% | +2,591+5.6% | Added |
| Rench Wealth Management, Inc. | 48,927 | $24.3M | 7.70% | −271−0.6% | Reduced |
| McGuire Investment Group, LLC | 48,927 | $24.3M | 3.11% | +1,007+2.1% | Added |
| Heron Bay Capital Management | 48,865 | $24.3M | 4.78% | +398+0.8% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 48,844 | $24.3M | 16.33% | +6,267+14.7% | Added |
| Institute for Wealth Management, LLC. | 48,821 | $24.3M | 2.71% | −1,198−2.4% | Reduced |
| Silverlake Wealth Management LLC | 48,779 | $24.3M | 7.14% | +3,024+6.6% | Added |
| Weik Capital Management | 48,759 | $24.3M | 9.60% | −1,028−2.1% | Reduced |
| Pragma Gestao de Patrimonio Ltd | 48,700 | $24.2M | 10.59% | −13,100−21.2% | Reduced |
| General Pension Society PZU Joint Stock Co | 48,700 | $24.2M | 6.74% | +18,700+62.3% | Added |
| Security National Bank | 48,692 | $24.2M | 4.19% | −395−0.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 48,662 | $24.2M | 12.91% | +261+0.5% | Added |
| Hanson & Doremus Investment Management | 48,649 | $24.2M | 3.24% | −132−0.3% | Reduced |
| MONECO Advisors, LLC | 48,627 | $24.2M | 2.25% | +94+0.2% | Added |
| Connecticut Wealth Management, LLC | 48,627 | $24.2M | 1.15% | −538−1.1% | Reduced |
| Summit Global Investments | 48,625 | $24.2M | 1.43% | +28,981+147.5% | Added |
| Asset Planning Services Inc | 48,578 | $24.2M | 11.11% | −297−0.6% | Reduced |
| Hendley & Co Inc | 48,564 | $24.2M | 8.43% | −292−0.6% | Reduced |
| Manhattan West Asset Management, LLC | 48,508 | $24.1M | 5.58% | +374+0.8% | Added |
| Financial Insights, Inc. | 48,337 | $24.0M | 8.78% | −1,177−2.4% | Reduced |
| Sendero Wealth Management, LLC | 48,323 | $24.0M | 3.00% | +240.0% | Added |
| Two Point Capital Management, Inc. | 48,296 | $24.0M | 10.22% | +48,296 | New |
| PFC Capital Group, Inc. | 48,285 | $24.0M | 11.12% | −3,079−6.0% | Reduced |
| Naviter Wealth, LLC | 48,179 | $24.0M | 2.95% | −7,031−12.7% | Reduced |
| Farmers National Bank | 48,139 | $23.9M | 6.32% | −854−1.7% | Reduced |